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Wealthspire Advisors (New York)’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,930
Closed -$182K – 2022
2025
Q3 		$182K Buy
+2,930
New +$169K ﹤0.01% 824
2024
Q4 		– Sell
-18,444
Closed -$910K – 818
2024
Q3 		$910K Sell
18,444
-5,669
-24% -$269K 0.01% 388
2024
Q2 		$1.11M Sell
24,113
-1,984
-8% -$91.9K 0.01% 301
2024
Q1 		$1.25M Sell
26,097
-328
-1% -$14.9K 0.02% 279
2023
Q4 		$1.23M Buy
26,425
+126
+0.5% +$5.17K 0.02% 279
2023
Q3 		$1.04M Sell
26,299
-502
-2% -$21.9K 0.02% 275
2023
Q2 		$1.2M Sell
26,801
-31,159
-54% -$1.31M 0.02% 223
2023
Q1 		$2.47M Sell
57,960
-1,742
-3% -$74.2K 0.04% 132
2022
Q4 		$2.35M Buy
59,702
+17,059
+40% +$692K 0.04% 136
2022
Q3 		$1.65M Sell
42,643
-18,882
-31% -$821K 0.03% 164
2022
Q2 		$2.49M Buy
+61,525
New +$2.77M 0.05% 127
2021
Q4 		– Sell
-38,261
Closed -$2.33M – 586
2021
Q3 		$2.33M Buy
+38,261
New +$2.43M 0.05% 148

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s KOMP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2025, closing a stake of 2,930 shares — an estimated $182K sold.

Wealthspire Advisors (New York) first reported a position in KOMP in Q3 2021 and held it in 12 quarters. The position peaked at $2.49M in Q2 2022. 147 funds tracked by Wall St. Rank hold KOMP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,930 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2025, an estimated $182K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and held it in 12 quarters.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.49M in Q2 2022.
  • 147 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.